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Is a system that keeps track of your firm contacts, files, time and accounting data Uses that information to automatically generate hundreds of complicated documents, create bills and do your legal and trust accounting Resulting in: –Significant time saving –Simplification of procedures –Cost reduction –Increased firm profitability TLS Office:

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TLS stands for “Total Legal Solutions”: Sounds a little boastful, but as you will see, there isn’t another easy way to describe it because it is designed to combine most firm management, accounting and document generation tasks into one What makes TLS unique: –Enter information only once and you know it is correct –Makes use of Microsoft Office software with which you are already familiar and for which there is an abundance of reasonably priced training – no “re-inventing the wheel” –Designed specifically for the BC practitioner –Documents automatically saved to your file for easy access –It really does integrate with other software –Colour coding of boxes for easy data entry TLS Office:

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“My experience from over 20 years of private practice is that a firm’s greatest single cost component is time – whether lawyers or staff” As a result, any significant reduction in that time means large cost savings and increased profitability The proof is in the practice – “I have used TLS in my own practice for the last two years without requiring any support staff” TLS Office:

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Navigating through this Presentation Click the “Home” button to return to the main menu at any time Last Slide Go to start of Presentation Next Slide Go to end of Presentation Except when you reach a Table of Contents page (example shown on the next slide), the presentation will advance to the next slide automatically after a few seconds. Instead you may use the buttons shown to take the described action Click this now to advance to the next slide

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TLS Office Select Demo to View: Contacts & Files Online Corporate Conveyancing Civil Litigation Enquiry Screen Legal Accounting Trust Accounting Document Management Below is the main menu reached by clicking the “Home” button. This is a Table of Contents page containing links to different parts of this Presentation. To view a part, click on the name. Click this now to advance to the next slide

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The Direction to Pay and In/Out Statement are created in Excel and have provision to make additional entries and last minute changes.

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In/Out Statement.

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TLS Office Main Menu Conveyancing Menu Replay Sale demo

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TLS Office Civil Litigation

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Create the File

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Select the File

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Enter information about the action or proceeding

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Select the parties and their law firms and lawyers.

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Update lists of parties to use for Style of Cause

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Now let’s create some documents.

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Select the action type. Create a new subfolder to store the documents if you wish.

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This is the Litigation Print Form. View (and, if you wish, edit) the Style of Cause.

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Select the type of originating process.

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Click Create and View Writ … button

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… and the originating process with parties and law firm information inserted is created.

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You may also create the other BC Supreme Court forms. Select the form

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Click the Create and View Other Documents button

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… and the Form (in this case an Affidavit) is created.

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The documents are all created in Microsoft Word

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… and stored in the File document folder

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TLS Office Return to Main Menu Replay Civil Litigation demo

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TLS Office Enquiry Screen The Enquiry Screen is the page which you will use most often

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Select the File simply by typing in the first few letters of the name.

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Create/access File Notes for you for this File

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A Microsoft Word document is created and stored in the File document area.

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Make a quick time entry for the File

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Each lawyer and staff may have a default hourly rate for each area of practice. The applicable rate is selected (or you select another). Insert your time description.

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Enter your time. A time sheet for the day is displayed – you may edit the entries from here. Also, a summary for the day is displayed.

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Or you may use a more detailed timesheet with a timer

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First start the clock. You may select preset time descriptions or type in your own.

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Selecting additional time descriptions adds them to those already there.

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You may use the timer simultaneously for as many files at a time as you wish. You may stop and restart and TLS keeps a running total for the File.

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Once stopped, the accumulated time is entered, rounded to the nearest tenth of an hour

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To create a letter on the File, click the Letter, Fax or button

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The default recipient is the Client. You may also select from other contacts on the File (e.g. the other lawyer) or from any contact in TLS. A default, common sense, name for the letter is suggested with a date stamp at the end to ensure that you do not overwrite an existing document. You may change this to a different name if you wish.

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After checking Create, the letter is created. Click View to open it.

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The letter with information inserted is created and stored in the File’s document folder.

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To view this letter and any documents for this File, simply click the Document Area button.

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Select whether you wish to work with an existing or create and new Dividend, select the Company and share class, the dividend recipient(s), where you wish to store the documents, then click Create Documents

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Select the documents you wish to create, then Click to View Selected Documents

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… and the selected documents are automatically created

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… in Word

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… and stored in

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… the Document File Area selected

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Stock Dividends

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Select whether to create a new or edit an existing Stock Dividend, select the Company, enter dividend particulars, including the date, amount, share class declared on and class which is the stock dividend, select where you wish to store the documents and click Create Documents

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Select the documents to be created – you may change the suggested name if you wish – and Click View Selected Documents

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… and the selected documents are automatically created

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… in Word

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… and stored

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… in the selected Document File Area

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TLS Office Main Menu Corporate Menu Replay Dividends demo

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TLS Office Share Redemptions

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If share redemptions have not already been entered on the Corporate Information Form, Click here to enter Redemption Details

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Select the Company, the share Redemption tab and select the share certificate whose shares are to be redeemed, and enter whether all or part are being redeemed

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Select the Company, copy the share redemption details and paste, select where to create and store the documents and click Create Documents

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Select the documents to be created – change the suggested names if you wish - and Click Here to View Selected Documents

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… and the selected documents

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… are automatically created

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… in Word

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… and stored in the selected

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… File Document Area

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TLS Office Main Menu Corporate Menu Replay Share Redemptions demo

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TLS Office Transition

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You may create letters to corporations explaining Transition. Also you may select Companies for which to create Transition Documents. These may be automatically printed by selecting Print.

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The selected documents are created in Microsoft Word and stored in the File Document area under a TransitionDocs subfolder. Click GoTo

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… to open Windows Explorer to view/edit the documents.

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Now to do the Transition filing. Click the Open COLIN button

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The Colin Web Page opens and the Transition Helper floats over it. Click the appropriate buttons to automatically enter information onto the Web Page form